Travelers Companies shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $445k | 1.7k | 267.54 |
| 2025-03-31 | $469k | 1.8k | 264.46 |
| 2024-12-31 | $418k | 1.7k | 240.89 |
More positions owned by Total Wealth Planning & Management
Home Depot (HD)
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